Cornerstone Planning Group LLC

Position in EOS — Eaton Vance Enhanced Equity Income Fund II

CIK 1822587 FAIRFIELD, NJ

Position in EOS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$60,632

+$5,084 QoQ

Shares Held

2,751

+1.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#113

of 138 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $1,066,727 across 35 Asset Management names. EOS ranks #6 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc	515	$236,261
2	BLK	BlackRock, Inc.	132	$126,925
3	KKR	KKR & Co. Inc.	1,032	$94,716
4	EQH	Equitable Holdings, Inc.	1,693	$74,288
5	APO	Apollo Global Management, Inc.	594	$70,276
6	EOS	Eaton Vance Enhanced Equity Income Fund II This page	2,751	$60,632
7	RJF	Raymond James Financial Inc	314	$47,737
8	NEA	Nuveen AMT-Free Quality Municipal Income Fund	3,729	$43,778

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$60,632	2,751	+1.3%	Shares	Sole	2026-07-29
2026-03-31	$55,548	2,715	+2.9%	Shares	Sole	2026-05-06
2025-12-31	$61,778	2,639	+2.0%	Shares	Sole	2026-02-02
2025-09-30	$61,930	2,588	+1.3%	Shares	Sole	2025-11-04
2025-06-30	$61,880	2,556	+2.7%	Shares	Sole	2025-08-11
2025-03-31	$52,517	2,489	-1.4%	Shares	Sole	2025-04-30
2024-12-31	$60,449	2,524	-15.3%	Shares	Sole	2025-01-29
2024-09-30	$64,644	2,979	+0.7%	Shares	Sole	2024-11-05
2024-06-30	$64,425	2,958	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.